3IP

3Chopt Investment Partners Portfolio holdings

AUM $437M
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$809K
3
+$596K
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$470K
5
LRCX icon
Lam Research
LRCX
+$344K

Top Sells

1
+$4.75M
2
+$1.7M
3
+$975K
4
NVR icon
NVR
NVR
+$859K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$727K

Sector Composition

1 Technology 23.05%
2 Financials 11.07%
3 Healthcare 7.36%
4 Communication Services 6.18%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$441K 0.1%
1,044
+35
152
$436K 0.1%
7,800
153
$435K 0.1%
1,982
+126
154
$427K 0.1%
2,339
+124
155
$416K 0.09%
3,873
-2,377
156
$411K 0.09%
1,452
-35
157
$411K 0.09%
6,076
+219
158
$404K 0.09%
2,010
+91
159
$400K 0.09%
3,559
-30
160
$397K 0.09%
4,696
-637
161
$389K 0.09%
1,205
+18
162
$386K 0.09%
7,863
+557
163
$375K 0.09%
+888
164
$371K 0.08%
1,259
+151
165
$367K 0.08%
4,334
+213
166
$359K 0.08%
8,291
+26
167
$357K 0.08%
1,265
-134
168
$355K 0.08%
1,810
169
$354K 0.08%
4,176
-1,089
170
$350K 0.08%
721
+88
171
$347K 0.08%
8,854
-645
172
$346K 0.08%
1,051
+7
173
$345K 0.08%
2,928
174
$314K 0.07%
660
+64
175
$311K 0.07%
9,715
-168
5 6
7
8 9